Going to try something new this week since I didn’t have time for a full post (don’t worry, one is largely done for next week). So if I didn’t post anything this week, what did you miss? Plenty! I share a number of shorter thoughts on Twitter that aren’t enough Continue Reading
Grading My 2022 Predictions: Pretty Good!
At the beginning of the year, I did a silly thing. I made a bunch of predictions for the year. This blog has a pretty strong record of predictions over the years, but I had never fallen for the nonsense of making topical annual predictions…until this year. Now, the thing Continue Reading
People Who Deserve Thanks This Year
For those of you wishing for a return to regular content, here you are, though I will put in one more reminder to check the Get Informed site for regular updates and follow us on LinkedIn for company news. And if you already visited, but didn’t follow up with any Continue Reading
The Activist Short Seller
As I was looking over Friend of the Blog Ron Bobman’s latest activist letter pressing for change at Argo, I had a unique thought. Why are there only activists who press for change to make stocks go higher? Why aren’t there activist short sellers? Now, maybe this seems crazy. Who Continue Reading
The Solution to College Affordability: Free Markets
There were two recent news stories about college affordability that caught my eye. These weren’t your typical stories about marginal students who maybe shouldn’t have gone to college at all but got roped into taking out a lot of debt to enroll and later dropped out and were stuck with Continue Reading
Ch-ch-ch-changes…
Turn and face the strange… So some things are about to change around here and I thought I should explain it properly ahead of time. I have some big news to announce. Many of you are already somewhat aware, while this may be quite a surprise to others. I have Continue Reading
Why You Shouldn’t Trust An Uber Driver’s Rating
So this post is more public service announcement than an on topic finance take. However, you’ll see there is also a lesson here about how statistics can be misleading which is certainly applicable to many other areas such as corporate earnings, reserve estimates, valuation metrics, etc. Are Uber Ratings “Fake Continue Reading
Adverse Selection in Pizza Insurance
Surely, most of you by now have seen the Domino’s commercial about “pizza insurance“. While most of you probably recognize it as a gimmick, I can’t help but take it more seriously. So, today I’m going to evaluate two things. Does pizza insurance provide value to the customer? Is Domino’s Continue Reading
Truly, the Worst Gambler In America
I really didn’t think I’d have to write again about gamblers who don’t understand risk after addressing it here and, to some extent, here, but then I stumbled on the story of Jim McIngvale, aka Mattress Mack. Mattress Mack owns a furniture chain in Houston called Gallery Furniture. You may Continue Reading
Impeachment: What the Democrats Are Really Telling You
This is not a political blog, so I will not opine on the merits of impeachment. One thing this blog does do though is look at why people act the way they do. So, I think I have an interesting spin on what the “hidden message” is that the Democrats Continue Reading